Name: SEE Finance
Price: 39.99 USD
Rating: 4.1 (94 reviews)

SEE Finance overview

SEE Finance lets you manage all of your financial accounts in a single place and gain control over your finances. Track all of the financial accounts you might have including banking, credit cards, investments and others. Generate a variety of customizable reports and budget to keep your spending on target. Track and monitor your individual investments and your investment portfolio as a whole. Perform these tasks and more in any of the 150+ different currencies available.

Packed full of options to allow you to take total control of your finances. Adjust the information shown for transactions, increase font sizes, color code just about everything, tweak import settings, and generate custom reports. These are only a few of the many, many options available to you to personalize the app just for you.

Store your file(s) on iCloud Drive and access them from your Mac, iPhone and iPad. Designed to give users complete control over their data. SEE Finance allows you to choose where you keep your data. Unlike similar programs, there's no forcing you to upload your personal data to a service outside of your control in order to access it from multiple devices. iCloud Drive lets you access your files from multiple devices, keeps them secure, and under your control.

Features:

Import OFX, QFX, CSV, QIF, and QMTF files
Investment Tracking
Multiple Currency Support
In-depth Reporting
Budget Monitoring
Scheduled Transactions
Calendar and List Views
Quick Transaction Entry
Split Transactions
Batch Edit Transactions
Transaction Attachments
Create Multiple Files
Export CSV, TXF, and QIF files
Customizable Preferences
Companion iOS Version

What’s new in version 2.4.1

Release notes were unavailable when this listing was updated.

View older SEE Finance versions

4.1

(151 Reviews of SEE Finance)

Comments
User Ratings

whgiii

Dec 4 2024

2.4.1

0.0

Version: 2.4.1

Anyone else getting error message when checking for software update or attempting to reach developer website:" Error checking for update.The certificate for this server is invalid. You might be connecting to a server that is pretending to be “scimonocesoftware.com” which could put your confidential information at risk."

Zampom

Nov 17 2024

5.0

Have been using SEE Finance since 2019 and still find it to be a great financial program for my needs. Contrary som some of the 2023 comments, find the developer to be quite responsive. Found a small problem with the 2.4.1 update, notified the developer and he responded almost immediately. He was able do duplicate the problem and will investigate further. Nothing that really affects the program ... found a small problem creating back-up files.

wintermute

Nov 3 2024

I recommend user looking for a good personal finance program to just try SEE Finance themselves and compare it to the alternatives such as Money, MoneyWiz, Moneyspire, Banktivity, Moneydance, etc. After actually using the programs for a decent length of time, you will likely come to the same conclusion that I have, SEE Finance is still better, even with having to manually download OFX/QFX files from some financial institutions that no longer provide Direct Connect. Hopefully a new "one click download" solution will be made available when a viable solution is found by the author.

...Aside from more responsive customer support, the only other detractor from this program is the easy "one click" download of all data. This app has that ability in the form of Direct Connect, which works flawlessly and without subscription cost; however, over the years, almost every bank has abandoned OFX / Direct Connect download, which is a shame and no fault of the author. The author is actively looking for other solutions, but the only viable alternative is subscription based third party data aggregators which has its own set of problems. FDX is a newer method, but, unfortunately, only available to select institutions.

Despite the author of this software being less responsive than in the past, SEE Finance is still the most comprehensive, stable and robust Personal Finance app I have found. I've tried every other finance app I could find, and all of them still fall short of the capabilities of SEE Finance, especially for those of us who use this data to create Tax Reports. At tax time, this program is indispensable in exporting a report of all tax related categories so filing for taxes is as accurate as possible. The ability to batch rename, move and recategorize items is something no other program does as well as SEE Finance.